#161 Hitting it Big, Retirement Planning


Is your team out of the Final Four? Don't fret - we have a great show, where we dreamed about winning lotteries and planning retirement.

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Although Patricia is 15 years from retirement, she is planning ahead. We help her consider factors about a home purchase. Also planning ahead is Kathlyn, who wants to make sure she knows what to do if she were to win the lottery!

Pete and Kristen were talking about education funding, while Sandy and Jon are just starting their retirement savings process.

We dug into retirement numbers with Joe and helped Louise determine whether she needs long term care or disability insurance...or both!

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE